# Coastal Equity Management, LLC

> Coastal Equity Management, LLC is an SEC-registered investment advisory firm in Pensacola, FL, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 331518
- Filed as: COASTAL EQUITY MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pensacola, FL
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331518
- AdvisorCensus page: https://advisorcensus.com/firm/coastal-equity-management-llc-pensacola-fl-331518

## Quick answers

**How is Coastal Equity Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Coastal Equity Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Coastal Equity Management, LLC located?**
Coastal Equity Management, LLC's principal office is in Pensacola, FL, according to its Form ADV.

**Is Coastal Equity Management, LLC registered with the SEC or a state?**
Coastal Equity Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331518.

**How much does Coastal Equity Management, LLC manage?**
Coastal Equity Management, LLC reports $7,340,000 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (0% discretionary).

**How have Coastal Equity Management, LLC's assets and staff changed since 2025?**
In the Form ADV data for Coastal Equity Management, LLC: Regulatory assets under management: $1,460,000 in the October 2025 data and $7,340,000 in the October 2026 data, up 403%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Coastal Equity Management, LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (1).

**Does Coastal Equity Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/331518

**What changed in Coastal Equity Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,460,000 to $7,340,000 (+403%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $7,340,000
- Discretionary: $0
- Non-discretionary: $7,340,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $7,340,000 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 2024 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- coastalequitymanagement.com
- dividendgrowthstrategy.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $1,460,000 | 2 | March 27, 2025 |
| October 2026 | $7,340,000 | 2 | March 23, 2026 |

Regulatory assets under management: $1,460,000 in the October 2025 data and $7,340,000 in the October 2026 data, up 403%.
Total employees: 2 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,460,000 to $7,340,000 (+403%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Coastal Equity Management, LLC (CRD 331518): Form ADV filing data as of October 2026.